Any current/future new fundraising through debt or equity?

No specific mention of any current or upcoming fundraising through debt or equity in the transcript. The company discusses exercising warrants and converting investments into equity selectively based on the performance of invested companies, as a risk mitigation strategy. There is no fixed percentage or timeline for warrant conversions; decisions are made based on conviction in company performance. There is mention of growing the digital business via investments, but no explicit fundraising is cited. The cash position is described as "very firm," indicating no immediate liquidity concerns. The

Any current/future capex/capital investment/strategic investment?

The company is continuing to invest behind its core Print businesses and other ventures like OTTplay, which has seen 100% year-on-year growth and aims to sustain this performance. There is ongoing focus on accelerating growth in Digital businesses, including platforms like Mosaic and Shine, with investments to drive future-ready offerings. Radio business is facing challenges, but efforts are underway to reimagine it with experiential and integrated formats. The Growth of the Asset Financial Engagement (AFE) book is mentioned, with expectations to expand footprint in the next two to three days,

Future growth expectations in sales/revenue/volumes?

The company has recorded decent top-line growth in Q1 FY26, with total revenues up 6% year-on-year. Print business shows an 8% y-o-y operating revenue growth, driven by strong advertising revenue and steady circulation improvements. OTTplay (digital business) exhibited 100% year-on-year growth, with expectations to continue this momentum. Efforts are underway to increase Print circulation selectively in markets showing promise, with ongoing discounting to recruit more readers. Radio business currently faces challenges due to pricing pressure but corrective actions are being taken. Ov

Future growth expectations in earnings/operating earnings/profits/EPS?

The company has clocked decent top-line growth but emphasizes long-term business viability with continued investments in Print, Radio, and Digital businesses like OTTplay. OTTplay has shown 100% year-on-year growth, with expectations to repeat this performance. Radio business faces pricing pressures but efforts are underway to improve the situation. Print business is focusing on increasing copies selectively with continued discounting strategies expected to continue monthly. Operating revenues in Digital showed a 21% year-on-year growth, with profitability improving due to broad-based revenue

Current/ Expected Orderbook/ Pending Orders?

The company's AFE (Advertising Front-End) book is currently growing. Management expects to gain additional footprint or orders in the next two to three days. No specific numeric value for the current or expected order book is disclosed. AFE revenue forms a substantial part of overall Print revenue and continues from existing agreements with a life of 3 to 5 years. New AFE agreements signed in the last six months contribute to revenue growth, but no exact split between old and new agreements provided.

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Hindustan Media Ventures LtdQ2 FY25Media

Hindustan Media Ventures Ltd Q2 FY25 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹85.2P/E: 5.7Market Cap: ₹472 CrSector: Media

Management growth scorecard

Revenue

Category 4

Margin

Category 3

Fundraise

N/A

Order

Yes

Capex

Yes

2 of 4 growth signals are positive.

Full analysis

Revenue guidance

Category 4

→The company has recorded decent top-line growth in Q1 FY26, with total revenues up 6% year-on-year.
→Print business shows an 8% y-o-y operating revenue growth, driven by strong advertising revenue and steady circulation improvements.
→OTTplay (digital business) exhibited 100% year-on-year growth, with expectations to continue this momentum.
→Efforts are underway to increase Print circulation selectively in markets showing promise, with ongoing discounting to recruit more readers.
→Radio business currently faces challenges due to pricing pressure but corrective actions are being taken.
→Overall, management intends to continue investing across Print and Digital segments for long-term viability and growth.
→Cash position is firm and AFE agreements are growing, with anticipation of expanding footprint soon.
→Growth expected to be cautious and monitored monthly, especially on circulation and discount strategies.

Margin guidance

Category 3

→The company has clocked decent top-line growth but emphasizes long-term business viability with continued investments in Print, Radio, and Digital businesses like OTTplay.
→OTTplay has shown 100% year-on-year growth, with expectations to repeat this performance.
→Radio business faces pricing pressures but efforts are underway to improve the situation.
→Print business is focusing on increasing copies selectively with continued discounting strategies expected to continue monthly.
→Operating revenues in Digital showed a 21% year-on-year growth, with profitability improving due to broad-based revenue expansion and investment rationalization.
→Overall, while near-term profitability (PAT) showed some sequential declines, the company remains optimistic about sustainable growth driven by evolving businesses.
→No specific forward guidance on revenue or earnings projections was given, but management expresses confidence in continued growth and opportunity over the next two to three years.

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Fundraise plans

→No specific mention of any current or upcoming fundraising through debt or equity in the transcript.
→The company discusses exercising warrants and converting investments into equity selectively based on the performance of invested companies, as a risk mitigation strategy.
→There is no fixed percentage or timeline for warrant conversions; decisions are made based on conviction in company performance.
→There is mention of growing the digital business via investments, but no explicit fundraising is cited.
→The cash position is described as "very firm," indicating no immediate liquidity concerns.
→The company emphasizes tracking investments and opportunities over the next 2-3 years without indicating fundraising plans.

Order book

Yes

→The company's AFE (Advertising Front-End) book is currently growing.
→Management expects to gain additional footprint or orders in the next two to three days.
→No specific numeric value for the current or expected order book is disclosed.
→AFE revenue forms a substantial part of overall Print revenue and continues from existing agreements with a life of 3 to 5 years.
→New AFE agreements signed in the last six months contribute to revenue growth, but no exact split between old and new agreements provided.

Capex plans

Yes

→The company is continuing to invest behind its core Print businesses and other ventures like OTTplay, which has seen 100% year-on-year growth and aims to sustain this performance.
→There is ongoing focus on accelerating growth in Digital businesses, including platforms like Mosaic and Shine, with investments to drive future-ready offerings.
→Radio business is facing challenges, but efforts are underway to reimagine it with experiential and integrated formats.
→The Growth of the Asset Financial Engagement (AFE) book is mentioned, with expectations to expand footprint in the next two to three days, indicating ongoing strategic investments.
→No specific quantitative capex figures or major new capital investment projects are disclosed in the transcript.
→Overall, the focus is on strategic, incremental investments geared toward long-term business viability, especially in Digital and Print segments.

How does Hindustan Media Ventures Ltd rank vs peers in Media?

Pro feature

1Hindustan Media Ventures Ltd

Rev 4Mar 3

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